主なハイライト

近接調達のトレンドとメキシコにおける電子商取引の浸透は、物流活動の前例のない増加をもたらしました。メキシコの地理的な位置とその重要な製造能力が、アジアからのサプライチェーンのシフトの主な要因となっています。この国はアメリカ合衆国にとって最も重要な貿易相手国であるだけでなく、いくつかの産業でも重要なプレーヤーとしての存在感を持っています。この活動の増加は、主に技術によって推進されたよりダイナミックな物流サービスの需要を加速させています。このような理解を早期に受け入れる企業は、市場シェアを獲得し、重要なプレーヤーとなることができるでしょう。

• 市場の成長は、地域間だけでなく、より分散化され断片化された貿易フローの増加によって推進されています。この要因は、予測期間中に物流活動の複雑さを一層強めると予想されています。供給チェーンの進化は、消費者の習慣の変化に影響を受けており、これには電子商取引の出現と受け入れの増加がさらに影響しています。その結果、供給チェーンはより柔軟になり、新しい消費者の需要に適応しています。アメリカ・メキシコ・カナダ協定（USMCA）の承認は、メキシコにおけるグローバリゼーションおよび物流統合、そして物流オペレーターの役割に変化をもたらしました。

メキシコはラテンアメリカで二番目に大きな製薬市場であり、世界最大のヘルスケア市場であるアメリカ合衆国と国境を接し、自由貿易協定を結んでいます。2022年8月、メキシコ製薬業界国立 chamber（Canifarma）は、2022年の製薬生産が36%成長すると予測しました。これは過去10年間で初めての二桁成長の年です。国際製薬会社からの投資が増加することが期待されています。

• TRAXINの経営陣は、COVID-19パンデミックが宣言される前からこの考え方を理解していました。会社は予期せぬ事態によってもたらされる機会を活かすために、十分に準備が整っており、ポジショニングされていました。重要なポイントは、最先端の技術と組み合わせたアセットライトアプローチです。これは、第三者の資産を活用してビジネスを行うことを伴います。これは簡単な作業ではなく、ビジネスは高品質のサービスを保証しなければならず、そのため、結果に影響を与える可能性のあるさまざまな変数を考慮しながら、適切なサプライヤーを慎重に選ぶ必要があります。現在拡大している最も有望なビジネスラインの1つは、荷主と運送業者をつなぐ内部開発のアプリ「TRAXPORTA」です。荷主はアプリに荷物を入力し、運送業者は自分の能力に最も適した出荷を選択します。

メキシコの3PL産業概観

• 1 イントロダクション

  • 1.1 調査の前提

  • 1.2 本調査の範囲

• 2 調査手法

• 3 エグゼクティブサマリー

• 4 市場についての洞察ダイナミクス

  • 4.1 現状の市場シナリオ

  • 4.2 市場概要

  • 4.3 市場ダイナミクス

    • 4.3.1 促進要因

    • 4.3.2 抑制要因

    • 4.3.3 市場機会

  • 4.4 バリューチェーン・サプライチェーン分析

  • 4.5 ポーターのファイブフォース分析

    • 4.5.1 新規参入の脅威

    • 4.5.2 買い手・消費者の交渉力

    • 4.5.3 サプライヤーの交渉力

    • 4.5.4 代替品の脅威

    • 4.5.5 競合・競争状況の激しさ

  • 4.6 業界の政策と規制

  • 4.7 倉庫市場の一般的な傾向

  • 4.8 CEP、ラストマイルデリバリー、コールドチェーンロジスティックスなど、その他のセグメントからの需要

  • 4.9 ロジスティクス分野における技術的発展

  • 4.10 COVID-19パンデミックの市場への影響について

• 5 市場セグメンテーション

  • 5.1 サービス別

    • 5.1.1 国内輸送管理

    • 5.1.2 国際輸送管理

    • 5.1.3 付加価値の高い倉庫・流通業

  • 5.2 エンドユーザー別

    • 5.2.1 自動車

    • 5.2.2 消費財・小売

    • 5.2.3 エネルギー

    • 5.2.4 ヘルスケア

    • 5.2.5 産業・航空宇宙

    • 5.2.6 技術

    • 5.2.7 その他のエンドユーザー

• 6 競合情勢

  • 6.1 Market Concentration Overview

  • 6.2 企業プロファイル

    • 6.2.1 Logistica Accel

    • 6.2.2 CEVA Logistics

    • 6.2.3 DHL Supply Chain

    • 6.2.4 Kuehne Nagel

    • 6.2.5 Penske

    • 6.2.6 Ryder

    • 6.2.7 Schneider

    • 6.2.8 Solistica

    • 6.2.9 Traxion

    • 6.2.10 XPO Logistics*

• 7 市場の展望

• 8 付録

The Mexico 3PL Market size is estimated at USD 18.55 billion in 2024, and is expected to reach USD 23.38 billion by 2029, growing at a CAGR of 4.92% during the forecast period (2024-2029).

The market is driven by the increase in trade flows, domestic and international, in the country. Furthermore, free-trade agreements and the supply of pharmaceutical products are propelling market growth.

Key Highlights

• The nearshoring trend and the penetration of e-commerce in Mexico have resulted in an unprecedented increase in logistics activity. The geographic location of Mexico and its significant installed manufacturing capacity have been the primary drivers of a shift in supply chains from Asia. The country is not only the United States' most important trade partner, but it also has a significant presence in several industries. This increased activity has fueled the demand for more dynamic logistics services, the majority of which are fueled by technology. Companies that embrace such understanding quickly will be able to seize market share and become relevant players.
• The growth in the market is driven by the increasing trade flows, which are not only from one region to another but are more decentralized and fragmented. This factor is expected to intensify the complexity of logistics activities in the forecast period. The evolution of supply chains is also subject to changes in consumer habits, driven further by the emergence and increasing acceptance of e-commerce, leading the supply chains, which are more flexible and adapt to the demands of the new consumers. The approval of the United States-Mexico-Canada Agreement (USMCA) has brought about changes in Mexico in terms of globalization and logistics integration, as well as in the role of logistics operators, shortly.
• Mexico is the second largest pharmaceutical market in Latin America and shares a border and free-trade agreement with the United States, the largest healthcare market globally. In August 2022, the National Chamber of the Pharmaceutical Industry of Mexico (Canifarma) forecasted a growth of 36% in pharmaceutical production in 2022, the first year of double-digit growth within the last decade. Investments from international pharmaceutical companies are expected to increase.
• Top management at TRAXIN understood this mindset long before the COVID-19 pandemic was declared. The company was well-prepared and positioned to capitalize on the opportunities presented by the contingency. A key is an asset-light approach combined with cutting-edge technology. This entails conducting business with the help of third-party assets. It is not an easy task because businesses must ensure high-quality services and, as a result, carefully select the right suppliers while taking into account a number of different variables that could potentially affect the outcome. TRAXPORTA, an internally developed App that connects shippers and carriers, creating an efficient marketplace for road cargo, is one of the most promising business lines currently expanding. Shippers enter their loads into the app, and carriers select the shipments that best match their capabilities.

3PL Mexico Market Trends

The United States-Mexico-Canada Agreement (USMCA) Increasing the Bilateral Trade is Driving the Market

The US-Canada-Mexico Agreement provides a solid foundation for strengthening North American production, but reshoring to Mexico will not occur without careful policy implementation. Under the first pillar, Building Back Together, the United States and Mexico committed to strengthening critical semiconductor and information and communication technology supply chains centered in China and Taiwan, as well as promoting bilateral trade, in part by establishing the Supply Chain Working Group. Promoting investment in semiconductors in North America appears to be a logical response to Asia's overreliance. It is more difficult to transition from theory to practice.

Under the USMCA, trade recovered from pre-COVID levels, with an average 6% increase across the region from 2019 to 2021. To put this in context, a record 75% of Canadian and Mexican imports came from the US in 2021, making both countries the US's largest export markets. Both are also the US's most important trading partners, accounting for more than twice as much US trade as China. In terms of controversies, the USMCA is off to a fast start, resolving far more trade-related disputes in two years than its predecessor, the North American Free Trade Agreement. This is evident in the labor sector, where the USMCA's new Rapid Response Mechanism (RRM) has yielded promising early results in favor of collective bargaining rights in Mexico.

The Agreement requires the 3PL service providers to collaborate and increase their connectivity within the country, as well as in North America, for ease of trade. In response to this, DB Schenker and AirBridge Cargo teamed up to improve digital connectivity for air cargo in 2020. Ryder, the leading provider of 3PL solutions in Mexico, announced an expansion of four centers that may function as the operating premises located in key points of the national territory of Mexico, as part of its growth plans and in response to the demand for logistics services from different sectors.

E-commerce and Logistics' Technology Growth in Mexico is Driving the Market

During the pandemic, e-commerce activity increased significantly, particularly in Mexico, where this channel was underutilized. Several stages in the supply chains that served online shopping in Mexico were severely underdeveloped. Such a lag needed to be addressed on multiple fronts, but having modern and robust technological resources was undoubtedly critical to capitalizing on opportunities brought about by increased demand. Technology enhances service quality, expands capacity, and allows for a better understanding of market dynamics.

In Mexico, e-commerce will continue to penetrate and expand. The omnichannel will become more relevant, marketplaces will expand, more small and medium-sized businesses will enter the ecosystem, fintech tools will become increasingly important, and cross-border activity will increase as a result. Technology will continue to play an important role in bringing such things to fruition. Over the last five years, the Mexican retail e-commerce market has grown by 300%, propelling it to 16th place globally, ahead of its neighbor Brazil.

Mexican shoppers' desire for international brands and products is fueling a healthy cross-border market in addition to fueling domestic digital retailing. More than two-thirds (67%) of Mexican online consumers now shop cross-border, and foreign merchants account for 6% of total online sales. As in other countries, the pandemic boosted the e-commerce market in Mexico, creating a million new Mexican online shoppers and increasing user penetration to 74%. In terms of 4PL and 3PL logistics, technology is critical to meeting clients' needs; in fact, it is the backbone of such operations. Many customers from various industries have increased their logistics requirements, while others have arrived in Mexico as a result of the nearshoring trend.

Clients are more seasoned and informed; they expect complete transparency and more complex and advanced solutions. Logistics digitalization is now a reality in Mexico. Logistics, transportation, and mobility are vital to the global economy. It is difficult to comprehend how complicated it is for supply chains to function properly. There are numerous moving parts and several processes that necessitate surgical precision. To summarize, technology is the backbone of modern logistics, and asset-light businesses will unlock greater amounts of value due to extremely low investment requirements.

3PL Mexico Industry Overview

The Mexico 3PL market is fragmented with the presence of a large number of players, including major players like DHL Supply Chain, Traxion, Schneider, Ceva Logistics, and Accel Logistics. The strategic alliances of 3PL service providers in the market are expected to set the tone for the exchange of innovations in supply chains to improve the services provided and adopt and integrate the latest technological solutions. The total visibility of goods in transit, a trend that plans production and distribution according to real demand, is likely to make operations more efficient and profitable.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

• 1 INTRODUCTION

  • 1.1 Study Assumptions

  • 1.2 Scope of the Study

• 2 RESEARCH METHODOLOGY

• 3 EXECUTIVE SUMMARY

• 4 MARKET INSIGHTS DYNAMICS

  • 4.1 Current Market Scenario

  • 4.2 Market Overview

  • 4.3 Market Dynamics

    • 4.3.1 Drivers

    • 4.3.2 Restraints

    • 4.3.3 Opportunities

  • 4.4 Value Chain / Supply Chain Analysis

  • 4.5 Porter's Five Force Analysis

    • 4.5.1 Threat of New Entrants

    • 4.5.2 Bargaining Power of Buyers/Consumers

    • 4.5.3 Bargaining Power of Suppliers

    • 4.5.4 Threat of Substitute Products

    • 4.5.5 Intensity of Competitive Rivalry

  • 4.6 Industry Policies and Regulations

  • 4.7 General Trends in the Warehousing Market

  • 4.8 Demand from Other Segments, such as CEP, Last Mile Delivery, and Cold Chain Logistics

  • 4.9 Technological Developments in the Logistics Sector

  • 4.10 Impact of the COVID-19 Pandemic on the Market

• 5 MARKET SEGMENTATION

  • 5.1 By Services

    • 5.1.1 Domestic Transportation Management

    • 5.1.2 International Transportation Management

    • 5.1.3 Value-added Warehousing and Distribution

  • 5.2 By End User

    • 5.2.1 Automotive

    • 5.2.2 Consumer and Retail

    • 5.2.3 Energy

    • 5.2.4 Healthcare

    • 5.2.5 Industrial and Aerospace

    • 5.2.6 Technology

    • 5.2.7 Other End Users

• 6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration Overview

  • 6.2 Company Profiles

    • 6.2.1 Logistica Accel

    • 6.2.2 CEVA Logistics

    • 6.2.3 DHL Supply Chain

    • 6.2.4 Kuehne Nagel

    • 6.2.5 Penske

    • 6.2.6 Ryder

    • 6.2.7 Schneider

    • 6.2.8 Solistica

    • 6.2.9 Traxion

    • 6.2.10 XPO Logistics*

• 7 FUTURE OF THE MARKET

• 8 APPENDIX